...
Users should always mark the goals within this goalset | In order for the close this goal set option to be available each goal must be marked with an outcome. These outcomes are fixed at Achieved, Not achieved, Partially achieved, Carried forward. To control who can mark the goals in this set choose the desired role(s) in the field who can mark the goals?  Once all goals in the set have been marked the goal set can be closed directly from the goals list. |
|---|---|
Users should not be able to mark the goals within this goalset | The option to close this goal set is always available to the timeline owner and to anyone else with the permission allow user to close and re-open the goals of other users |
| Info |
|---|
If a goal set is closed automatically and then re-opened, Kaizen will not perform any subsequent attempts to automatically close this goal set |
...
| Expand | ||
|---|---|---|
| ||
Joe Blogs is assigned a goal which is designed to automatically close when all achievements have been met. The settings for this goal are defined as follows:  As Joe continues to create events which count towards progress of this goal the completion percentage increases. Once this percentage reaches 100% the goal set is automatically closed.   |